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London Asset Management Roundtable

November 21, 2024

(Registration now open)

 

About this new event being launched:

 

The SME Forum has been a part of the Asset Management community in the UK, Europe and the rest of the world since being invited by the US membership to establish a similar presence more than a decade ago. From a dozen participants initially to more than 60 at the Global Forum in London this June, the SME Forum has been playing an increasingly important role in connecting practitioners from across the global asset management industry.

 

 

At the conclusion of this year’s Global Forum, there was a strong desire amongst the participants to continue working together and building the community more frequently than just once a year. As such the SME Forum is delighted to play an organizing role in realizing this goal and we are reaching out to all potential asset management participants to provide us with your input and guidance.

 

 

Thanks again to all who took the time to share their input with us through the survey, via email, by phone and when we were with you in London this past June and August.  While it is our business to provide you with high value opportunities to share and learn with one another, we always look to get your guidance on our plans and feedback of the events.  It helps us make sure that we are aligned with your interests and capacities (financial, timewise, location, etc.) and this is what we heard back from you:

 

 

Key direction provided for a mid-year roundtable in London going forward:

  • Time of year in order of preference:
    • Mid/Late November, Early Feb, followed by Late January
  • Day of the week:
    • Tue/Wed/Thu with a slight preference for earlier in the week
  • Length of the meeting:
    • Surprisingly, most wanted a short day (10-3) followed by a full day (9-5)
  • In Person vs. Virtual Attendance
    • Nearly all prefer to attend in person regardless of location
    • Most agreed to make the event available online if facilities allow
  • With respect to Vendor Partners and Solution Providers
    • The preference is to include them only when/if a specific topic might warrant

Now with respect to this first mid-year event coming up in November, here is what we have arranged:

  • T.Rowe Price has very graciously offered their purpose built meeting facilities  in London for our inaugural event
  • We settled on Thursday afternoon (1-5pm), November 21st 2024.
  • We have seating capacity for 20 and will also provide virtual participation (via Zoom for those outside the UK)
  • The initial agenda, so far, is based on your input of key topics:
    • Leveraging CRM platforms
    • Driving reporting and analytics
    • Integrating 3rd party services and subscriptions
    • Enabling marketing and communications
    • Adopting AI capabilities
    • Use of competitive data and information
  • A near-site reception and dinner will follow as well

 

About the SME Forum Roundtables:

 

  • Roundtables are open to any and all employees of a member firm
  • Vendor Partners and Solution Providers are admitted on an invitation-only basis and must be pre-approved
  • Attendees are typically drawn from team leads to C-Suite leadership executives in Intermediary, Wealth and Institutional Asset Management
  • Our topics focus on global Marketing, Sales/Distribution, Operations and Technology interests with emphasis on best practices and application.

 

Anyone that has been to one of our Forums knows the enduring value of attending SME in-person meetings, roundtables and conferences.  All are intimate affairs (limited for the November 2024 to thirty in-person attendees) that help you Learn, Connect, Grown and Solve your needs through peer to peer engagement and subject matter expertise.   The Roundtable (actually a U shaped setup!) means you will be able to engage in a more direct and engaging fashion.  This proven approach is designed to help ensure you are getting the most out of the event and your continued membership with The Forum.  Our sessions promise to deliver on the core tenets of our in-person conferences that you’ve come to expect: new learning, introductions to peers to build your networks of help, and insights that you can share with your teams and across your organization to support your goals and objectives.

 

 

Still not sure?

 

Just call us at +1-917-561-9553 or write to SMEForum@TheSMEForum.net for help thinking through who best to attend based on content, opportunity and what is happening at your firm.  Let’s get the right people to participate.

 

Employees of Member Firms attend with no additional fees. Contact SMEForum@TheSMEForum.net with questions)